OpenTavu brings production-grade AI to your customer management: case triage, client communication, proposal drafting and CRM hygiene. Built on Microsoft Power Platform, implemented and operated for you. Your data stays in your own tenant. No lock-in.
Runs in your Microsoft 365 / Power Platform tenant · You own your data · Managed for you
Enterprise platforms are too costly and complex. Popular SaaS CRMs get expensive fast and lock your data inside their island. And "AI" is usually bolted on: a button on the side, not the engine.
Per-seat enterprise licenses and long implementations most SMBs can't justify.
Your clients and pipeline live inside a vendor's platform you can never fully leave.
An "ask AI" button gated behind premium tiers, not intelligence woven into the workflow.
OpenTavu is built on Microsoft Power Platform for professional-services firms of every stripe: consultancies, agencies, legal, accounting, engineering and advisory practices. AI is the muscle, not a sidebar. It proposes, decides with confidence thresholds, and escalates only the exceptions.
Incoming requests are categorized, prioritized and routed automatically, so your small team stops sorting inboxes.
Context-aware drafts and proposals from your real client history: a branded PDF and a ready email in one click.
Activity capture and lead triage keep your data clean, so the CRM you pay for actually stays trustworthy.
It isn't a feature-by-feature clone of the big CRMs. It's a different economic model: the intelligence you want, on infrastructure you may already pay for, without the lock-in.
Consultancies (IT and management), B2B agencies, legal, accounting, engineering, architecture and advisory boutiques: any professional-services firm where senior expertise is the product. You'll know it fits if you recognize these two traits.
You scope, quote and deliver engagements. Proposals and SOWs are how you close, and senior time is your scarcest resource.
Recurring clients, referrals and RFPs, run by a small team that can't afford CRM busywork or generic SaaS bloat.
We implement OpenTavu in your Microsoft tenant, connect the AI, and operate it: patches, model tuning, cost control and support. You get outcomes; we keep it running.
Set up in your tenant, configured to your business lines, stages and SLAs.
Turn on the AI modules, tuned to your services and rules.
Ongoing support, updates and monitoring: a managed service, not a hand-off.
A short call, a real demo, and a plan to get your firm running on an AI-first CRM.
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